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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $555,114 | $156,398+254.9% | $147,318+276.8% | $138,895+299.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.80% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $10,000 | $4,853+106.0% | $4,593+117.7% | $4,194+138.4% |
| Participant deferral / active EE | $3,626 | $8,237-56.0% | $7,906-54.1% | $6,396-43.3% |
| Admin fee / account holder | $12,632 | $14,976-15.6% | $13,708-7.8% | $12,562+0.6% |